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Financial Services Administrator

2 months ago

Rushcliffe Nottinghamshire, United Kingdom Templegate recruitment Full time £28,000 - £30,000
Job Description

**About the Role**

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Templegate Recruitment. As an IFA Administrator, you will play a crucial role in supporting our Independent Financial Advisors (IFAs) and ensuring the smooth operation of our firm.

Key Responsibilities

  • Client Administration: Manage daily client account administration, including record updates, application processing, and preparing client packs for meetings.
  • New Business Processing: Liaise with product providers to process new business applications, ensuring adherence to internal procedures and regulatory requirements.
  • Client Correspondence: Manage all client correspondence efficiently, including letters, emails, and phone calls, ensuring professionalism at all times.
  • Platform Management: Use financial platforms and back-office systems such as Intelligent Office and XPlan to update client details, process transactions, and generate reports.
  • Data Management: Maintain accurate client records and manage data entry into the firm's CRM and back-office systems.

Requirements

  • Previous experience in an IFA administration or financial services administration role is essential.
  • Familiarity with back-office systems such as Intelligent Office, XPlan, or similar platforms.
  • Strong understanding of pensions, investments, and protection products.
  • High attention to detail and accuracy in handling client data and documentation.